Global Ideas

Emerging Money Daily Audio Call December 4

Emerging Money Daily Audio Call December 4 - Stocks limp into the close on the day when everything seemed rosy at the start, post the weekends 51-49 vote in favor the of the tax bill that now must be reconciled between the Senate and the House.

What has been priced in?

Are global stocks now the allocation to favor after massive outperformance from the US over EM (+5.5%) , Japan ( 1.8%) and DAX (3.2%)?